Weekly Published Article

11-26-22 - Time Is Running Out 


Can you believe Thanksgiving is already over, and we are almost into December?  Of course, this means there are only a few weeks left in the year.  Obviously, it is one of the busiest times of the year, and people everywhere will be scrambling trying to get things done.  You probably do not need anything else added to your plate right now, but, unfortunately, the clock is also ticking on a few retirement planning moves you have to and/or may need to make before time expires at the end of the year.  So, it is crunch time!



11-19-22 - Question Of The Month - November

“Hi, Brian.  I have been listening to your show for a while and have learned a lot.  I realize now I need to do some things to make my retirement plan much more tax efficient.  You have mentioned several ways to do this, including tax loss harvesting. Can you please explain more about this?  Thank you.”  Ronald



11-12-22 - Retirement Traps To Avoid 


There is no denying that retirement planning is sophisticated, complicated, and an on-going process.  You simply must keep up to date and educated on the ever-changing tax laws, rule changes, plan provisions, and constant market fluctuations in order to make adjustments and changes to your plan on a regular basis.  Due to all of the complexities of retirement planning, everyone is going to make some mistakes.  The good news is small mistakes won’t destroy a retirement plan, however, some major traps might. 



11-5-22 - Is It A Trick Or A Treat?

This past weekend was Halloween, and the main theme of this season is “Trick or Treat!”  It is also a main theme right now in the financial-planning world because there are many financial tools, moves, options, and strategies available that could either be a ‘trick’ or a ‘treat’ to your retirement plan.  So, how do you know which one it is?

10-29-22 - Are You Scared? 


It is Halloween weekend. This is the time of year for scary stories, costumes, haunts, etc.  Of course, all of these things are make-believe for just a short period of time each year.  Unfortunately, there are many scary issues going on in the financial, economic, tax, and the political world right now, and they are not make-believe.  Many people fear the worst, and they are downright worried.  Are you scared?